When Heather Robertson Fortner became CEO of SignatureFD in 2020, she quickly identified a path to long-term independence in a fast-consolidating industry. “By some back-of-the-napkin math, I knew that if we grew 20% year over year, by the end of 2025 we could be a $10 billion company,” says the North Carolina native. “That feels like legacy.”
Speaking with Barron’s Advisor for this Q&A article, Heather discusses SignatureFD’s incredible corporate growth, Heather’s journey in the financial industry, her passion around DEI/female empowerment and her insights on some of the upcoming shifts in the industry.
